Terianne Payton
Investment adviser representative at Osaic Wealth, Inc.
15 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Osaic Wealth, Inc.Sep 2023 to now
- Sagepoint Financial, Inc.Oct 2022 to Sep 2023
- Northwestern Mutual Wealth Management CompanyJan 2022 to Jul 2022
- Northwestern Mutual Investment Services LLCJun 2021 to Jul 2022
- Northwestern Mutual Life Insurance CompanyJan 2021 to Jul 2022
- Symmetry Financial GroupNov 2020 to Jan 2021
- Red Jacket High SchoolMar 2011 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7321286
- Firm CRD
- 23131